All investments fluctuate over time. Bonds change with interest rates, while stocks and mutual funds vary with market fluctuations. At Berer, our expertise can help ensure that when you need to tap into your investments, you are making the right decisions. You need a balanced strategy to manage your wealth, and we offer a simplified approach to investment management to fit your performance and lifestyle needs.
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March 4, 2020
At Berer Financial, our approach to wealth management incorporates long term financial planning, and embraces professionally tailored investment strategies. Managing and building wealth is an integral part of your comprehensive estate plan – and begins with dollar one. Though it seems far away, TIME is your best ally in building assets.
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March 4, 2020
What is Wealth Management? Is there a difference between Wealth Management and Financial Planning? In this short clip, Brett looks back at his career to find out what shaped his idea of wealth management, and why he believes that a client-facing approach to planning will always win out over selling.
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March 4, 2020
Everyone learns at a different pace, and through different means, and not everyone has the time or inclination to take a class. That structure might not be the best for you or your schedule, so we’ve made a list of suggested books for investors of all experience levels. Most are available digitally, and many of them as audio books, so you can read them on your lunch break or listen to them during your commute.
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March 4, 2020
The new year can feel like a fresh start, a new decade even more so. January sees gym memberships swell, work fridges stuffed with the brand new tupperware of well intentioned meal-preppers and office talk about how maybe, this year, things will be different.
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Berer Financial Management exists to help you take charge of your finances, but we know you can't do it all alone. Check out some of our resources below.
From Insurance to Investments to Planning, we can help get you where you want to be.
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Do you want to make more money? Of course, we all do! Learn about our Seasoned Investor seminars.
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Contact UsBerer Financial is a full-service financial firm committed to helping people pursue their financial goals.
4044 Monroeville Blvd
Monroeville, PA 15146
Securities offered through Cambridge Investment Research, Inc., a Broker-Dealer, member FINRA/SIPC. Advisory Services are offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge is not affiliated with Berer Financial Management.
This communication is strictly intended for individuals residing in the states of CA, CO, FL, MA, MD, NC, NY, OH, PA, TN, VA, & WV to conduct securities business, and if applicable, investment advisory services. No offers may be made or accepted from any resident outside the specific states referenced.
